Categories: create and assign searchable categories for your portal

Categories: create and assign searchable categories for your portal


Intended Audience:  Administrators

Categories let you structure your courses into searchable groups. Create categories once, and use them to organize your resources and catalog.

When you create categories they are available across the portal. They're tools to let you group and identify courses and course content. Categories don't restrict access, only provide help in finding content.


Prerequisite to using categories

To access Course & Resource Categories from portal Settings, you must set up at least one of the features that categories support. Any of the following actions prompts the menu to appear:

·        upload a resource to the library

·        turn on the Internal Course Catalog


Create categories for your portal

  1. From main navigation go to Settings > Course & Resource Categories > Edit Categories.
  2. Enter up to 20 category names.
  3. Optionally: change the Category terminology label.
  4. Save to finish. 
Note: if you need more categories, contact the Safety Made Simple Support team.

The screen shot shows an example using the term Topic for categories.


Add a category to a resource

You can add categories to existing resources in your library to help learners find them.

  1. From main navigation go to Library: from secondary navigation choose Resources.
  2. Select a resource.
  3. In Resource Categories, search for and select the terms you created. 
  4. Save to finish.

The screen shot shows categories added to a resource.


Assign a category to a course in the catalog

Categories in the catalog help learners find content by browsing.

NOTE: When learners use the catalog, they can only filter courses by one category at a time. 

  1. From the main navigation go to Courses > your course name.
  2. From the course Info page, select Catalog. 
  3. In Course Categories, search for and select the terms you created. 
  4. Save to finish.

The screen shot shows some sample categories attached to a course.



    • Related Articles

    • Create a resource

      Intended Audience: Administrators Resources let you make content, such as documents and videos, available to your learners, outside of a course enrollment. Resources are shared through the library, or by a direct link. Resources provide learners ...

    • Library: your portal’s reusable modules

      Intended Audience:  Administrators Reuse modules and build courses from existing content, through the portal library. Create the content once, then use it as many times as required.  Library overview When you create a course, Safety Made Simple ...

    • Share a resource

      Intended Audience: Administrators Provide resources to learners through Resources in primary navigation, or share a direct link, outside of Safety Made Simple. Note: Shareable URLs are not recommended for video streaming use. Shareable resource URLs ...

    • Where can I store blank forms?

      Intended Audience:  Administrators Note:  The ability to add documents to the Resources area is only available for Branded Portals (not Value Portals). Admin users have the ability to provide blank forms such as Confined Space Entry Permits, Hot Work ...